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To: Greg Jung who wrote (13023)	1/11/2000 12:07:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 19080

If you think that's what will happen with the merger...you don't have a clue about media. I agree that fantasy land exists w/YHOO....but AOL has built a strong franchise, with a solid backbone, excellent assets, and contracts that are (at best) undervalued. My scenario: the merger is completed in 6 months. The studio section is sold off to pay down debt. The Time Warner interactive pieces are rolled in under AOL, where their revenues skyrocket. The publishing/TV portion leverages its position to improve revenues. Cable not only adds users to the AOL base, but causes AT&T to open their pipes for competition. AT&T can't and won't merge with anyone in this space, so their best bet is to make money leasing the pipes in some way shape or form. AOL is now the leader...and everyone else has to catch up. Then again...it could be wrong. But I've got 18 years of media experience that says I'm not. I remember the original TW deal and thinking what a POS deal it was. Didn't make any sense. This....validates everything. Not YHOO's PE...but that they are on the right track. Time to get your head out of the sand and take a look around. The landscape is changing rapidly. AOL went from being a potentially bankrupt railroad of the late 1800's to being the US Steel of the early 1900's.